Tidemark’s Powell Industries POWL Stock Holding History

Tidemark’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79K	Hold	276	–	–	0.02%	248
2026 Q1	$49.8K	Hold	276	–	–	0.01%	270
2025 Q4	$29.3K	Hold	276	–	–	0.01%	297
2025 Q3	$28K	Sell	276 -165	-37%	-$14K	0.01%	315
2025 Q2	$30.9K	Buy	441 +348	+374%	+$21K	0.01%	299
2025 Q1	$5.28K	Buy	+93	New	+$6.48K	﹤0.01%	511

Other funds holding POWL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tidemark's POWL Position: Q2 2026 in Review

Tidemark held its Powell Industries (POWL) position steady in Q2 2026 at 276 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #248.

Tidemark first reported a position in POWL in Q1 2025 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

Tidemark held 276 shares of Powell Industries worth $79K as of Q2 2026.
Tidemark left its Powell Industries share count unchanged in Q2 2026.
Powell Industries made up 0.02% of Tidemark's portfolio in Q2 2026, its #248 holding.
Tidemark first reported a position in Powell Industries in Q1 2025 and has held it in 6 quarters since.
580 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.